Mark Nash
Mark Nash is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Houston, TX, with 17 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,735 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.
Fee Estimator
Location
6200 Savoy Dr, #701, Houston, TX, 77036
Get directionsHistory
Regulatory History (3)
Judgment / Lien
June 2022Financial
August 2019Financial
July 2019Other Business ActivitiesSells Insurance
Mark sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. He also owns several businesses, including a tax preparation service, a music/film production company, an insurance agency, and a church, and works as an auditor for the Louisiana Department of Revenue full-time.
Employment History
Current Registrations
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLCBroker
Previous Registrations
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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